M&A Wealth Podcast

Are your retirement savings growing at the pace you need? The account balance alone may not tell the whole story.
In this video, we discuss important ways to evaluate your retirement progress, including your expected expenses, retirement timeline, income sources, savings rate, and investment strategy. Reviewing these factors may help you identify potential gaps while there is still time to adjust.
In this video:
How to evaluate your retirement savings progress
Why retirement goals differ from person to person
Factors that can affect how much you may need
Signs your current strategy may need an update
Steps to consider if you are behind
Every financial situation is different. Consider speaking with a qualified financial professional before making investment or retirement-planning decisions.

Long-term care is often misunderstood, and common myths can make retirement planning more difficult.
In this video, we separate fact from fiction and explain what long-term care may include, who may need it, and why Medicare or traditional health insurance may not cover every expense. Understanding the realities can help you prepare for possible care needs without relying on common assumptions.
In this video:
Common myths about long-term care
What long-term care may include
What Medicare may and may not cover
Why planning early can matter
Options for managing potential care costs
Long-term care needs and coverage vary. Consider reviewing your options with qualified financial, insurance, legal, and healthcare professionals.

Are there signs that it may be time to review your Social Security strategy? Changes in your work, health, marriage, family, or retirement plans could affect when and how you claim your benefits.
In this video, we explain important situations that may signal the need to take another look at your Social Security options. Understanding these factors may help you avoid costly mistakes and make a more informed claiming decision.
In this video:
Life changes that may affect Social Security
Signs your claiming strategy needs a review
How retirement age can affect your monthly benefit
Considerations for married, divorced, or widowed individuals
How Social Security fits into a retirement income plan
Social Security rules can be complex, and the right strategy depends on your individual circumstances. Consider consulting a qualified financial professional before making a claiming decision.

Many people prepare for housing, food, and travel in retirement—but underestimate how much healthcare may cost over time.
In this video, we discuss some of the medical and healthcare expenses that may catch retirees by surprise, including premiums, deductibles, prescription costs, dental and vision care, and potential long-term care needs.
Understanding these expenses before retirement may help you create a more realistic income plan and protect your savings.
In this video:
Common healthcare expenses in retirement
Costs Medicare may not fully cover
Why healthcare inflation matters
Ways to prepare for future medical expenses
How healthcare fits into a retirement income strategy
Healthcare needs and costs vary by person. Review your options with qualified financial, insurance, and healthcare professionals.

What could 2026 mean for your retirement? In this video, we explore important financial, healthcare, and Social Security considerations that retirees and pre-retirees may want to monitor as the new year approaches.
We discuss how potential changes could affect retirement income, everyday expenses, healthcare planning, and your overall financial strategy. Preparing early may help you make more informed decisions and avoid unexpected challenges.
In this video:
Financial issues retirees should watch in 2026Potential changes affecting retirement incomeHealthcare and cost-of-living considerationsSteps you can take to prepare now
Every retirement situation is different. Consider speaking with a qualified financial professional before making important financial decisions.

Life does not always go according to plan—and major changes can affect your Social Security strategy.
The loss of a spouse, divorce, health issues, changes in income, or an earlier-than-expected retirement may influence your benefits and your overall retirement plan.
In this video, we discuss how unexpected life events can affect Social Security and why having a flexible income strategy matters.
This content is for educational purposes only and is not personalized financial, tax, or legal advice.

Before 2026 begins, take time to review the financial decisions that could affect your next year.
In this video, we cover seven important areas to consider:
Review your budget
Check your retirement contributions
Rebalance your investments
Evaluate your tax strategy
Review your insurance coverage
Update your estate plan
Revisit your financial goals
Small adjustments today may help you enter 2026 with greater clarity and confidence.
This content is for educational purposes only and is not personalized financial, tax, or legal advice.

Many people prepare for housing, food, and travel in retirement—but underestimate how much health care may cost over time.
Premiums, deductibles, prescriptions, dental care, vision care, and long-term care can place significant pressure on retirement savings.
In this video, we discuss the health care costs retirees often overlook and the planning steps that may help you prepare.
This content is for educational purposes only and is not personalized financial, tax, legal, or medical advice.

Medicare Part B costs are expected to rise in 2026—and that increase could reduce how much of your Social Security benefit you actually keep.
For many retirees, health care expenses are one of the biggest pressures on monthly income.
In this video, we explain how higher Medicare premiums may affect your retirement budget and why health care costs should be included in your long-term income plan.
This content is for educational purposes only and is not personalized financial, tax, legal, or medical advice.

Planning to retire in 2026? Changes in Social Security, Medicare, taxes, inflation, and financial markets could affect your retirement income.
In this video, we cover the key areas retirees and future retirees should review before entering the new year.
A proactive review of your income, expenses, investments, taxes, and health care strategy can help you identify potential gaps before they become bigger problems.
This content is for educational purposes only and is not personalized financial, tax, or legal advice.